All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI vs. QQQI vs. SPY vs. QQQ vs. PDI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2024-01-30💬 to Thu 2026-11-12 Overall
Return 		Exponential
Trendline
JEPI × 		+17.51%
+5.97%/yr 		+4.91%/yr
R2=0.723
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI × 		+39.90%
+12.82%/yr 		+15.74%/yr
R2=0.907
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY × 		+45.36%
+14.38%/yr 		+14.89%/yr
R2=0.903
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ × 		+49.80%
+15.62%/yr 		+18.99%/yr
R2=0.884
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI × 		+1.90%
+0.68%/yr 		+2.75%/yr
R2=0.131
PIMCO Dynamic Income Fund NYSE Mutual Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Thu 2026-11-12 Start
Value 		End
Value
JEPI × 		$10,000.00
2024-01-30 		$11,750.78
2026-11-12
QQQI × 		$10,000.00
2024-01-30 		$13,990.11
2026-11-12
SPY × 		$10,000.00
2024-01-30 		$14,535.81
2026-11-12
QQQ × 		$10,000.00
2024-01-30 		$14,980.42
2026-11-12
PDI × 		$10,000.00
2024-01-30 		$10,189.82
2026-11-12

This Year’s Performance

through 2026-11-12

  YTD YoY
JEPI × 		+3.86% +5.32%
QQQI × 		+3.42% +3.73%
SPY × 		+7.31% +7.48%
QQQ × 		+7.80% +6.85%
PDI × 		−11.29% −12.28%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−0.51%
on 2026-11-12
from 2026-11-04 peak 		−14.46%
on 2025-04-08
from 2024-11-29 peak
QQQI × 		−8.01%
on 2026-11-12
from 2026-10-06 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak
SPY × 		−3.45%
on 2026-11-12
from 2026-08-13 peak 		−19.12%
on 2025-04-08
from 2025-02-19 peak
QQQ × 		−9.64%
on 2026-11-12
from 2026-10-06 peak 		−23.54%
on 2025-04-08
from 2024-12-16 peak
PDI × 		−18.06%
on 2026-11-12
from 2025-10-09 peak 		−21.76%
on 2026-09-24
from 2025-10-09 peak

Rolling Returns

Period ending Thu 2026-11-12 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+5.32% +6.31%
+3.11%/yr 		+24.38%
+7.54%/yr 		+18.43%
+3.44%/yr 		—
QQQI × 		+3.73% +20.94%
+9.97%/yr 		— — —
SPY × 		+7.48% +21.20%
+10.09%/yr 		+62.13%
+17.48%/yr 		+42.08%
+7.28%/yr 		+192.89%
+11.34%/yr
QQQ × 		+6.85% +26.58%
+12.51%/yr 		+68.31%
+18.95%/yr 		+47.33%
+8.06%/yr 		+355.32%
+16.37%/yr
PDI × 		−12.28% −8.67%
−4.43%/yr 		+16.24%
+5.14%/yr 		−9.73%
−2.03%/yr 		+34.35%
+3.00%/yr

Annual Returns

Year JEPI QQQI SPY QQQ PDI
2026 (YTD) +3.86% +3.42% +7.31% +7.80% −11.29%
2025 +5.28% +15.53% +14.65% +17.63% +8.17%
2024 +9.42% +17.08% +21.39% +22.06% +13.93%
2023 +6.27% — +22.09% +49.84% +8.37%
2022 −9.35% — −23.15% −36.67% −22.03%
2021 +13.53% — +20.27% +19.04% +0.72%
2020 +16.76% — +16.74% +46.63% −11.17%
2019 — — +28.29% +35.86% +19.50%
2018 — — −6.35% −2.00% +5.34%
2017 — — +19.19% +29.92% +16.14%
2016 — — +9.73% +4.92% +14.91%
2015 — — +0.50% +8.64% +1.78%
2014 — — +12.61% +18.29% +19.40%
2013 — — +30.35% +34.61% +10.04%
2012 — — +14.01% +16.10% +22.42%
2011 — — −1.04% +0.40% —
2010 — — +13.36% +18.14% —
2009 — — +23.01% +50.60% —
2008 — — −36.85% −41.78% —
2007 — — +1.01% +14.35% —
2006 — — +13.00% +4.51% —
2005 — — +1.35% −1.80% —
2004 — — +7.21% +7.05% —
2003 — — +25.82% +46.91% —
2002 — — −23.41% −38.82% —
2001 — — −13.10% −34.36% —
2000 — — −12.70% −38.21% —
1999 — — +17.24% +75.08% —
1998 — — +26.65% — —
1997 — — +31.24% — —
1996 — — +18.63% — —
1995 — — +34.61% — —
1994 — — −2.22% — —
1993 — — +6.22% — —